Southover Wealth
Hours
Chamber Rating
-
Brian Dayson
Positive: Professionalism, Quality, Responsiveness, Value
May 29th, 2022 -
Roger Cumming
Wanted financial advice after drawing a pension from a former career whilst still in full-time employment. Needed advice on best investment strategies. William Martin helped through productive investment strategies, especially with regard to pension payments and drawdown. The growth of my portfolio in the last year especially has been impressive.
Apr 2nd, 2022 -
Jon
I wanted better than my company pension was offering and wanted to know what my options were if I decided to retire early. William helped with all of the above. He helped me consolidate my fractured pension schemes, calculated my retirement income for a range of options and thus far performance has been really strong, including recovery from the pandemic crash. He also offered advice on inheritance planning. He's patient and explains the details really clearly, without being patronising. I've found him very straightforward and professional.
Mar 21st, 2022 -
David Hawkes
Positive: Professionalism, Quality, Responsiveness
Feb 16th, 2022 -
Blaise Alderson
Positive: Professionalism, Quality, Responsiveness, Value
Dec 23rd, 2021
Contact Info
- (208) 058-8230
Questions & Answers
Q What is the phone number for Southover Wealth?
A The phone number for Southover Wealth is: (208) 058-8230.
Q Where is Southover Wealth located?
A Southover Wealth is located at 30 Lombard St, Candlewick, eng EC3V 9BS
Q What is the internet address for Southover Wealth?
A The website (URL) for Southover Wealth is: http://www.southoverwealth.co.uk/
Q What days are Southover Wealth open?
A Southover Wealth is open:
Sunday: Closed
Monday: 8:00 AM - 6:00 PM
Tuesday: 8:00 AM - 6:00 PM
Wednesday: 8:00 AM - 8:00 AM
Thursday: 8:00 AM - 8:00 AM
Friday: 8:00 AM - 8:00 AM
Saturday: Closed
Q How is Southover Wealth rated?
A Southover Wealth has a 4.9 Star Rating from 13 reviewers.
Hours
Ratings and Reviews
Southover Wealth
Overall Rating
Overall Rating
( 13 Reviews )Brian Dayson on Google
Positive: Professionalism, Quality, Responsiveness, Value
Roger Cumming on Google
Wanted financial advice after drawing a pension from a former career whilst still in full-time employment. Needed advice on best investment strategies. William Martin helped through productive investment strategies, especially with regard to pension payments and drawdown. The growth of my portfolio in the last year especially has been impressive.
Jon on Google
I wanted better than my company pension was offering and wanted to know what my options were if I decided to retire early. William helped with all of the above. He helped me consolidate my fractured pension schemes, calculated my retirement income for a range of options and thus far performance has been really strong, including recovery from the pandemic crash. He also offered advice on inheritance planning. He's patient and explains the details really clearly, without being patronising. I've found him very straightforward and professional.
David Hawkes on Google
Positive: Professionalism, Quality, Responsiveness
Blaise Alderson on Google
Positive: Professionalism, Quality, Responsiveness, Value